SPIA

Steward Partners Investment Advisory Portfolio holdings

AUM $17.4B
1-Year Est. Return 20.71%
This Quarter Est. Return
1 Year Est. Return
+20.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.67B
AUM Growth
+$419M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,438
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$14.5M
3
+$12.6M
4
TSLA icon
Tesla
TSLA
+$11.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$9.23M

Top Sells

1
+$18M
2
+$8.78M
3
+$8.18M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$8.03M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$7.32M

Sector Composition

1 Technology 14.91%
2 Healthcare 6.47%
3 Consumer Discretionary 6.38%
4 Financials 6.13%
5 Industrials 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2351
$17.6K ﹤0.01%
358
-226
2352
$17.5K ﹤0.01%
1,072
+15
2353
$17.4K ﹤0.01%
525
2354
$17.3K ﹤0.01%
1,052
-300
2355
$17.3K ﹤0.01%
346
+102
2356
$17.3K ﹤0.01%
66
2357
$17.3K ﹤0.01%
635
+560
2358
$17.1K ﹤0.01%
94
2359
$17.1K ﹤0.01%
77
+52
2360
$17.1K ﹤0.01%
575
-250
2361
$17K ﹤0.01%
1,375
+1,000
2362
$17K ﹤0.01%
2,200
2363
$17K ﹤0.01%
184
-107
2364
$16.9K ﹤0.01%
1,081
2365
$16.9K ﹤0.01%
547
2366
$16.8K ﹤0.01%
181
2367
$16.8K ﹤0.01%
294
2368
$16.8K ﹤0.01%
+200
2369
$16.7K ﹤0.01%
215
2370
$16.7K ﹤0.01%
336
2371
$16.6K ﹤0.01%
178
2372
$16.6K ﹤0.01%
1,859
+209
2373
$16.6K ﹤0.01%
795
2374
$16.4K ﹤0.01%
844
+73
2375
$16.4K ﹤0.01%
205
93 94
95
96 97